Leads

We are pleased to announce RepConcert "Leads". Similar to "Contacts", Leads can be imported, qualified, processed and managed separately then your normal Contacts. Report back to the Lead source (usually your manufacturers) on your progress and qualification of the Leads, then simply convert the ones you would like into traditional Contacts. Call us for a demonstration.

Watching every penny?

Most businesses are these days, but in the outsourced representative business, many pennies go out the door as unidentified “soft costs”. Those expenses incurred representing your manufacturing partners in the territory, but not reimbursed or even recognized as a significant portion of the cost of sales. Tracking expenses directly related to a partner (lunch and learns, trade shows, travel to factory meetings, etc.) are only part of the problem, other expenses that are difficult to track include meals or entertainment, out of territory travel, promotion and material supplies, and many others. RepConcerts unique expense (and mileage) tracking module allows users to enter their expenses directly into the application, linking each to an applicable Manufacturer, Distributor and/or End Customer. Users can even allocate percentages of an expense to multiple partners for increased granularity in tracking where all those pennies are going. Imagine rolling up reports like all non-reimbursed expenses by manufacturer, or total expense for supporting a customer or distributor last quarter. This is a simple process that can yield a wealth of information.

Sales & Commissions

Managing and effectively using sales and commission data from manufacturing partners can be complex for manufacturers reps. This data is critical when managing territories, salespeople or accounts and reps have adapted by becoming spreadsheet wizards or implementing some other sales tracking system. We believe it should be in the same system as you Contacts, Quotes and Documents for maximum value.

The first step, getting manufacturers to send this information in an electronic format, can be a battle in and of itself. Once you have this information though, analyzing and disseminating in a usable format to those who need it can be equally difficult. Five manufacturers will send information five different ways, each differing in the level of detail they provide.

RepConcert provides two ways to associate sales and commissions with the appropriate Account and Manufacturer. Invoices can be manually entered one at a time, or we provide an extremely easy to use import wizard for those who receive this information in MS Excel. By mapping and capturing as many fields as possible during the import, the data can be analyzed in many different ways. Customized reports can be generated for sales at an account, sales by salesperson, part number, city, state, and so on. Any field that is captured in the import or data entry process becomes searchable criterion.

See the whole picture in RepConcert.

Dashboard

The Dashboard displays a graphical dashboard of your Opportunity Pipeline by Sales Stage, Opportunities by Lead Source by Outcome, Pipeline by Month by Outcome, and Opportunities by Lead Source, etc.. Look for additional graphs summarizing Quotes and Opportunities by salesperson and Opportunities by manufacture in RepConcert.

Smart Forms

Internal - Create customized forms for internal use. Smart Forms can include numerous types of fields (drop down, dollar value, date, etc.) and can be formatted to neatly export into Excel. When standard RepConcert documents do not capture the specific information needed, Smart Forms can be created to supplement standard form fields. Create Smart Forms to emulate a Monthly Reporting template, Annual Planning or Market Planning form, sales activity notes, pipeline activity, etc. Partner - Each partner typically has different information requirements for planning and managing their businesses. This information is usually gathered using Monthly Reports, although separate market or annual planning may be done. Partner Smart Forms are customizable by the manufacturer, so when you access them, the format has been specified and designed by the manufacturer to capture the specific information they require. RepConcert allows users to satisfy various reporting requirements within a single application.

Projects

Projects help you manage tasks, quotes, contacts and other documents related to specific projects. Projects are different than Opportunities in that a Project may include opportunities for several manufacturers and even several opportunities for the same manufacturer. Use the Projects tab as a “Job Board”. Keep you Projects up to date and simple export and reporting tools allow for sorting in various formats. Users can track and manage tasks and other activities for a project.

Email

The RepConcert Email module is a browser based view mail application. Individual user profiles can be configured to view email from your email server or ISP POP email account. Inbound emails can be linked to Contacts, Opportunities, Projects, etc. The email module also supports outbound email, email groups made up of Contacts, email templates, mail merge and other email marketing oriented features. Emails can also be linked to specific contacts directly from Outlook® using the RepConcert - Outlook plug-in (also supports Calendar and Contact sync with individual Outlook clients).

Opportunities

Create, view or search for a specific Opportunity or your organizations Opportunity Pipeline. From the detailed Opportunity record, you can link all related activities, see the activity history for the Opportunity and link to related Contacts, Cases and Projects. You can also set reminders for certain Opportunity tasks or an expiration date. An email is automatically sent to the primary assigned user when an Opportunity is created or modified and reminder emails can be created and slotted to be sent automatically at some future date. Opportunities help track the selling process of your manufacturers’ products to your customer base. Opportunities help you manage your selling process by tracking attributes such as manufacturer, end customer, distributor, sales stages, probability of close, dollar amount, closure date and other information. Focus on maintaining a manageable number of working opportunities to keep them fresh and relevant. In short cuts, view Opportunities that authorized partners have shared with you.

Reports

The Reports module can be used to create and manage reports on any record such as accounts, contracts, projects, quotes, Sales / Commissions and opportunities. Customize reports by selecting the order of columns, add filters, and export to Excel. Customized reports can be saved as templates for repeat access or automated delivery. Generate a Report for Open Quotes, Sales by Territory or Purchasing Contacts email addresses all from this powerful feature.

Document Library

The Document Library is for basic content management, organized by categories like: distributor forms, policies and procedures, training, literature, technical, pricing, internal, etc. Users upload documents, assign publish and expiration dates and categorize for rapid search. Documents in the Document Library should be the documents that multiple people in the organization would benefit from having access to. Most often these documents will be sales tools and collateral material but other types of “Internal” documents might be HR, employee or informative for employees only. In short cuts, view Documents that participating partners have shared with you. Show me.

Quote Library

The Quote Library is content management specifically for factory generated quotes. Upload quotes as they come in from partners, assign end customers, distributors or contractors to the document and set an expiration date and alarm for notification and rapid search. The Quote Library is a central repository for documents that need to be accessed by many people in the organization. Search and access quotes in seconds with RepConcert’s powerful search tools. You may also view Quotes that participating manufacturing partners have shared with you.